Maintain audit-ready KYP files for every holding — with AI Fund Facts extraction, automatic review tracking, and one-click regulator exports.
Purpose-built for financial planners, CFAs and portfolio managers who answer to CIRO.
Upload a Fund Facts PDF and pull MER, fees, risk and returns in seconds — every figure flagged for your review.
Generate a structured KYP archive — one folder per product — plus index and overdue reports for your next regulator review.
Red / amber / green status on every holding, so nothing slips past its six-month review window.
Document why a product was recommended over comparable peers — side by side, with a defensible rationale.
Advisor, compliance and admin roles, with every action recorded — built for multi-person firms.
A clean, branded review document for each product, ready to print or save as PDF for the client file.
KYP Manager isn't a spreadsheet. It's compliance infrastructure with the controls a regulated firm expects.
Join Canadian advisory firms keeping their product shelf audit-ready.
Request access